… This is due to strong demand for data centers and AI servers. AMD's server market share increased to 28.8% in Q4 2025, versus 25.2% in Q4 2024, while Intel's server market share fell to 71% in Q4 2025, down from 75% in Q4 2024. …
… Last but not least, we have the AMD EPYC or Server market share, which saw a revenue share increase of 4.9 points Y/Y and 1.8 points Q/Q , leading to 41.3% share in the current quarter. The server unit share currently sits at 28.8%, fast approaching the 30% market share point. …
… We have already seen a surge in the AI PC market share, and it's expected that the AI PC systems will account for around 55% of the total PC market in 2026. …
… This is one of the reasons why Intel is hiking Raptor Lake prices , to ensure that the firm can cater to both client and DC markets at the same time. However, the server CPU segment is what Intel is currently pursuing, which is why the firm is also pushing the consumer market to the back seat. …
ARM's latest AGI CPU was unveiled a few days ago, and CEO Rene Haas claimed the platform is ready to bite into x86's market share, but Intel isn't optimistic about the processor's success with agentic AI. …
… While GPUs maintained the dominant role in cloud servers serving the AI populace, for example, 8 GPUs running on a single CPU per rack, this difference is now being reduced & both GPUs/CPUs share a similar ratio in servers. …
… According to the graph, both the Desktop and Laptop CPU segments have maintained their shares at 70% and 30% respectively. This was a bit higher for the laptop in Q2, but we are now back to the same share as in Q3 2024. That said, the server CPU market has increased by 2.7% quarter-over-quarter. …
… The AGI CPU is a great step by ARM and the company's manufacturing team, yet the current focus is on whether the firm can capture market share, and there are several caveats to doing so, especially when competing with players that have been in the industry for decades. …
… Related Story Apple’s Refusal To Join The AI CapEx Arms Race Is Actually Its Smartest Move, Argues One Analyst As Mag 7 Rivals Burn Billions First reported by Delisted Games, developer Frost Giant Studios shared a message in its Stormgate Discord server, telling its community that it will no longer… …
… Jensen's personal target is to reach a market that could deploy the company's laptop chips in up to "150 million" devices, suggesting NVIDIA is preparing to gain broader market share. …